The Setup Policy Documents and Quick Links functionality allows you to upload the company policy documents of the company and share them with the employees of the company. In addition, it allows you to add sections of the applications as quick links to reach on those links with just one click. You can upload documents and add external links to this section that you want to share with other employees.
To setup policy documents, you need to:
1. Log into the system.
2. Go to Settings -> Employee Portal Setup-> Setup Quick Links.
The Quick Links and Documents page appears, as shown in Figure 1.
The page displays the quick links and documents already added to the system.
3. Click Add.
The Add Quick Link page appears, as shown in Figure 2.
4. Provide the name of the document/link/URL in the Title field that you want to share.
5. Select Everyone from the Visibility field if you want to share the document with everybody else select Group, if you want to share the document with a selected group of people.
If you select Group option, then you have to select the Global group with which you want to share the document/ link, as shown in Figure.
6. Select the type of quick link you want to share from Type field. The options available are:
Document: Allows you to upload a document by clicking on the Browse button and selecting the document that you want to share from your computer.
Empxtrack Link: Allows you to select an Empxtrack module, as shown in Figure 3.
The shared link appears in the Quick Links section of the employees with whom this link is is shared.
URL: Allows you to share an external website users with others. Specify the URL that you want to share in the Specify URL field, as shown in Figure 4.
7. Click Save.
The link that you have created is successfully created and a message suggesting the same appears, as shown in Figure 5.
The quick links that you have created appears in the Quick Links and Documents section, a shown in Figure 6.
Click on each of these links to know more about them:
- Setup Policy Documents & Quick Links
- Setup Polls & Thoughts
- Setup Company Directory
- Configure My Buddies